Business Details
Your Trusted Insurance, Tax, and Financial Services Partner in Laureldale, PA
Founded by Greg Klick, our business combines decades of expertise in insurance, bookkeeping, tax preparation, and notary services. We specialize in providing personalized financial solutions for individuals and small businesses, partnering with Northshire Insurance to offer competitive coverage options across multiple states. Our team prioritizes client relationships, leveraging extensive industry experience to deliver cost-effective, tailored services while maintaining a commitment to transparency and community-focused support. 
Services
Insurance Brokerage
Tax Preparation
Bookkeeping Services
Notary Services
Title Transfers
Payroll Processing
Policy Management
Highlights and features
- We offer 30+ years of combined experience in insurance and financial services
- Our partnership with Northshire Insurance provides access to 20+ top-tier carriers
- We provide 24/7 online access to policy documents and account management tools
- Our team maintains active insurance licenses and tax preparation certifications
- We serve six states with localized expertise and personalized service
What people say
Personalized coverage options
Affordable tax rates
Knowledgeable insurance agents
Convenient notary access
Experienced financial professionals
Services
Insurance Brokerage
We provide comprehensive insurance brokerage services for homes, vehicles, recreational vehicles, and businesses. Our partnership with Northshire Insurance grants access to over 20 top-tier carriers, enabling personalized coverage comparisons. Our team facilitates face-to-face consultations and ongoing policy management to ensure optimal protection for clients' assets.
Tax Preparation
Our certified tax preparers offer personal income tax services for federal, state, and local filings. We include e-filing at a flat rate of $75 with no additional fees for standard forms or direct deposit refunds. The service accommodates appointments, walk-ins, and document drop-offs while maintaining year-round availability for tax-related inquiries.
Bookkeeping Services
We deliver outsourced bookkeeping solutions for small businesses, including accounts payable/receivable management, payroll processing, and financial record organization. Our services help business owners reclaim time for core operations while ensuring accurate financial documentation that supports tax preparation and business decision-making.
Notary Services
Our licensed notary public provides document verification services during regular business hours without appointment requirements. We maintain proper identification verification protocols and reserve the right to refuse service when necessary, charging a standard $5 fee per notarization stamp.
Title Transfers
We facilitate Pennsylvania vehicle title transfers and registration renewals with required documentation verification. Our process requires original titles, valid ID, and proof of insurance while maintaining strict policies against check payments for these DMV-related transactions.
People
Greg Klick
Founder
Greg Klick holds an Associates Degree in Accounting and maintains active insurance licenses. With over 30 years of experience in insurance sales, tax preparation, and financial services, he established this business to help small enterprises manage financial operations while leveraging industry partnerships like Northshire Insurance.
Questions
What insurance services do you offer?
We provide home, auto, recreational vehicle, and business insurance through Northshire Insurance, offering access to 20+ carriers for personalized coverage comparisons.
How much do your tax services cost?
Personal tax preparation costs $75 for federal, state, and local filings with no additional fees for standard forms or direct deposit refunds.
Do you offer online policy management?
Yes, our partnership with Ezlynx provides 24/7 online access to policy documents, insurance cards, and renewal dates through a secure client portal.
What notary services are available?
We offer standard document notarization with valid ID requirements during regular business hours, charging $5 per stamp without appointment necessity.
How do title transfers work?
Pennsylvania title transfers require original documents, valid ID, and proof of insurance. We process these transactions but do not accept checks for payment.
